SR Financial Analyst

3 weeks ago

Madison, United States Oakwood Village Univ Woods Homes, Inc. Full time
Job DescriptionJob Description

BASIC FUNCTION

The Sr. Financial Analyst is responsible for collaboratively developing, implementing, and delivering the financial planning and analytics for Oakwood Village to ensure awareness of the financial position and the respective opportunities and risks. This encompasses supporting processes, systems, modeling, reporting, and communications. This position also works with department managers as a consultant in driving understanding and delivering financial goals and objectives; is responsible for preparation of the annual budget, encompassing the Statement of Operations, Statement of Financial Position, and Statement of Cash Flows; produces monthly variance analysis in collaboration with the Accounting Team; benchmarks data for opportunities and growth; prepares SEC budget filings; and prepares and delivers related presentations to senior management.

This position is accountable to the Controller.

ESSENTIAL RESPONSIBILITIES

  • Fully embrace a culture of hospitality and teamwork by living the Oakwood Core Values:
    • Compassion: We care deeply about the people we serve and the people we work with on a daily basis. We work together to help one another.
    • Faith: We have a commitment to remain true to the vision and mission of Oakwood.
    • Inclusion: We include everyone. We welcome opinions and strive to consider different perspectives to create fair, welcoming, and accessible experiences for all.
    • Integrity: We work to be transparent and fair. We act with honor and respect for our residents, their families, and our co-workers.
    • Dedication: We care about the people we serve and work with on a daily basis. We are dedicated to providing superior service to one another and our community.
  • Deliver the annual operating and capital budget. Plan, facilitate, and develop the budgeting and financial planning processes for the organization through business partner collaboration. Establish operational department budgets in alignment with organizational strategies. Prepare the Statement of Operations, Statement of Financial Position, and Statement of Cash Flows with associated analysis telling the story of the financial picture.
  • Further the financial analytics. Provide financial perspectives, insights, and actionable options for Oakwood decision makers. Analyze current performance, identify and interpret trends and opportunities, and review results with respective business partners.
  • Collaborate on initiatives. Partner with the CFO and management team on the development and reporting of key performance indicator, financial, and statistical information; and model future programs/services. These may include financial planning for initiatives, financial performance evaluation of care communities, occupancy mix impact, rate vs volume vs mix impact, etc.
  • Lead the development and analysis of pricing policies for programs and services.
  • Partner with the Controller on delivery of financial results and financial planning.
  • Facilitate and/or participate on cross-functional teams to evaluate and implement operational improvements and/or business growth opportunities. Prepare needed operational analyses to assist in the decision-making process, including cost-benefit, lease vs buy, etc.; utilizing NPV, IRR, payback, and break-even measures.
  • Maintain continuous improvement mindset; assessing future needs and applying and integrating technology to enhance the completeness, accuracy, and timeliness of systems and processes.
  • Guide management and staff on fiscal control and profitability.
  • Position the organization to minimize risk through reviewing and managing contracts; maintaining current active contract roster; proactively evaluate opportunities for cost reduction.
  • Partner with Treasury function to maximize investment return and limit risk on cash by minimizing cash balances and making investments.
  • Embrace a servant approach. Utilize strong customer service skills when engaging with constituents, including managers, board members, residents, and other stakeholders; presenting Oakwood’s mission, vision, and values in all aspects of responsibility.
  • Provide informal leadership for members of the Finance department with emphasis on the empowerment of staff to be creative, to offer input into the decision-making process, and to develop as an accountable member of the Oakwood team. Provide input on staff selection, orientation, evaluation, and growth.
  • Perform other duties, as needed.

QUALIFICATIONS

  • Intellectual curiosity; proactive approach to responsibilities to uphold completeness, accuracy and timeliness in support of sound decision making and accurate financial statements
  • Embrace continuous improvement; engage staff and business partners in the journey
  • Creative, curious, detail-oriented problem solver with the ability to take a step back and view the big picture
  • Committed to supporting residents and business partners
  • Set priorities, meet deadlines
  • Communicate professionally
  • Handle confidential information
  • Exercise independent judgment, make recommendations for progress, and make sound decisions
  • Understand, support, and follow organizational policies and procedures

EXPERIENCE, EDUCATION, AND/OR TRAINING

  • Bachelor's degree in Accounting, required; MBA preferred
  • Minimum ten years accounting and management experience required. Healthcare or long-term care accounting experience, a plus
  • Advanced Excel skills - vlookup, pivot tables, charts, data sourcing/PowerPivot; SQL experience reporting tools, a plus
  • Experience with Oracle NetSuite or similar accounting software

  • Financial Analyst

    2 weeks ago

    Madison, United States Creative Financial Staffing Full time

    Financial Analyst Well known in the community, diverse teams! Why join as their new Financial Analyst? Our client is a well-known Madison corporation that works with local organizations and community groups. I see a positive impact from your work! Community-driven leadership. They place a significant emphasis on diversity and inclusion, and they strive to...

  • SR Financial Analyst

    2 weeks ago

    Madison, United States Oakwood Village Full time

    BASIC FUNCTION The Sr. Financial Analyst is responsible for collaboratively developing, implementing, and delivering the financial planning and analytics for Oakwood Village to ensure awareness of the financial position and the respective opportunities and risks. This encompasses supporting processes, systems, modeling, reporting, and communications. This...

  • Senior Financial Analyst

    7 days ago

    Madison, United States Creative Financial Staffing Full time

    Job Title: Senior Financial Analyst About Us: Join a dynamic team driven by the ethos of "affordable innovation." Based in Madison, WI, were the force behind cutting-edge products, spanning decorative drapery hardware to top-tier garden tools. Job Purpose: Ready to lead financial strategy in a fast-paced environment? As a Senior Financial Analyst, youll...

  • Sr. Financial Analyst

    3 weeks ago

    Madison, United States SF Staffing Solutions Full time

    This is a Senior Financial Analyst role in the Corporate Accounting group. As part of the Corporate Accounting team, this role will assist in a variety of accounting functions, including monthly close activities, preparation of assigned financial statement schedules and related analyses, internal management reporting and a variety of special projects. The...

  • Sr. Analyst, FP&A

    1 day ago

    Madison, United States Dover Corporation Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Sr. Analyst, FP&A Date: May 19, 2024 Location: Madison, IN, US, 47250 Company: Dover Corporation Part of Dover Corporation’s Engineered Systems segment, Vehicle Service Group (VSG) is a strong, diverse and dynamic global leader in the vehicle service industry. VSG...

  • Financial Analyst

    4 weeks ago

    Madison, United States MRINetwork Jobs Full time

    Job DescriptionJob DescriptionOur client is a fast-growing manufacturing organization with locations across the country. We are currently looking for a Financial Analyst to be located at their manufacturing facility near Madison, Wisconsin. The Financial Analyst assists in the preparation of annual budgets, forecasts, short-term and long-term financial...

  • Senior Financial Analyst

    2 weeks ago

    Madison, United States Truity Partners Full time

    Senior Financial Analyst (39597)Our client is an organization in the Madison area looking for a Senior Financial Analyst. Our client is looking for someone with 3+ years of experience, a willingness to grow and learn, and strong attention to detail. This company offers a family feel culture, with growth opportunities, and fun perks such as summer hours,...

  • Senior Financial Analyst

    2 weeks ago

    Madison, United States Truity Partners Full time

    Senior Financial Analyst (39597)Our client is an organization in the Madison area looking for a Senior Financial Analyst. Our client is looking for someone with 3+ years of experience, a willingness to grow and learn, and strong attention to detail. This company offers a family feel culture, with growth opportunities, and fun perks such as summer hours,...

  • Senior Financial Analyst

    1 day ago

    Madison, United States Truity Partners Full time

    Senior Financial Analyst (39597)Our client is an organization in the Madison area looking for a Senior Financial Analyst. Our client is looking for someone with 3+ years of experience, a willingness to grow and learn, and strong attention to detail. This company offers a family feel culture, with growth opportunities, and fun perks such as summer hours,...

  • FP&A Analyst

    1 week ago

    Madison, United States Creative Financial Staffing Full time

    About the Company Our client is a global manufacturing company, and they are seeking a FP&A Analyst. The company is financially sound, known for providing tremendous professional growth and development opportunities, and the team is comprised of smart, passionate, team oriented, and talented individuals. Why Work for the Company/Take the Role FP&A Analyst: ...

  • FP&A Analyst

    2 weeks ago

    Madison, United States Creative Financial Staffing Full time

    About the Company Our client is a global manufacturing company, and they are seeking a FP&A Analyst. The company is financially sound, known for providing tremendous professional growth and development opportunities, and the team is comprised of smart, passionate, team oriented, and talented individuals. Why Work for the Company/Take the Role FP&A...

  • Sr. Analyst, FP&A

    1 month ago

    Madison, United States Vehicle Service Group Full time

    POSITION SUMMARY: This role reports to the Manager, FP&A and will serve as a key member of the financial planning and analysis team. The FP&A Sr. Analyst has primary responsibility for the companys financial reporting requirements and processes and plays an important role in corporate budgeting and monthly forecasting activities. ESSENTIAL...

  • Sr. Compliance Associate- Wealth Management

    2 weeks ago

    Madison, United States National Financial Partners Corporation Full time

    Wealthspire Advisors seeks an experienced compliance professional to join our critical Legal & Compliance Team as a Sr. Compliance Associate. The Legal & Compliance Team provides centralized support for the Firm and its individual financial advisors Compliance, Wealth, Associate, Management, Financial Advisor, Diversity, Retail

  • Sr Internal Business Systems Analyst

    1 week ago

    Madison, United States Codeworks L.L.C Full time

    Job DescriptionJob DescriptionPosition Description: DOT Sr Internal Business Systems AnalystPlay a key role as the liaison between the IT project team and business areas.Server as the business analyst to identify and document complex workflows critical to the implementation of Safety Data PlatformManage the project grant scope and reporting...

  • Sr Internal Business Systems Analyst

    3 weeks ago

    Madison, United States Codeworks L.L.C Full time

    Job DescriptionJob DescriptionPosition Description: DOT Sr Internal Business Systems AnalystPlay a key role as the liaison between the IT project team and business areas.Server as the business analyst to identify and document complex workflows critical to the implementation of Safety Data PlatformManage the project grant scope and reporting...

  • Sr. Analyst, Revenue Cycle Management-Hybrid in Madison, WI

    6 hours ago

    Madison, United States Navitus Health Solutions Full time

    Putting People First in Pharmacy- Navitus was founded as an alternative to traditional pharmacy benefit manager (PBM) models. We are committed to removing cost from the drug supply chain to make medications more affordable for the people who need them. At Navitus, our team members work in an environment that celebrates diversity, fosters creativity and...

  • Sr. Analyst, Revenue Cycle Management-Hybrid in Madison, WI

    2 days ago

    Madison, United States Navitus Health Solutions LLC Full time

    Job DescriptionJob DescriptionPutting People First in Pharmacy- Navitus was founded as an alternative to traditional pharmacy benefit manager (PBM) models. We are committed to removing cost from the drug supply chain to make medications more affordable for the people who need them. At Navitus, our team members work in an environment that celebrates...

  • Sr. Analyst, Revenue Cycle Management-Hybrid in Madison, WI

    17 hours ago

    Madison, Wisconsin, United States Navitus Health Solutions Full time

    Putting People First in Pharmacy- Navitus was founded as an alternative to traditional pharmacy benefit manager (PBM) models. We are committed to removing cost from the drug supply chain to make medications more affordable for the people who need them. At Navitus, our team members work in an environment that celebrates diversity, fosters creativity and...

  • Sr. Analyst, FP&A

    1 day ago

    Madison, United States Dover Corporation Full time

    Part of Dover Corporation's Engineered Systems segment, Vehicle Service Group (VSG) is a strong, diverse and dynamic global leader in the vehicle service industry. VSG comprises 13 major vehicle lifting, wheel service, diagnostic and collision repair brands: Rotary Lift®, Chief®, Forward®, Direct-Lift®, Ravaglioli, Hanmecson®, Revolution®, Elektron,...

  • Sr. Analyst, FP&A

    9 hours ago

    Madison, United States Dover Corporation Full time

    Part of Dover Corporation’s Engineered Systems segment, Vehicle Service Group (VSG) is a strong, diverse and dynamic global leader in the vehicle service industry. VSG comprises 13 major vehicle lifting, wheel service, diagnostic and collision repair brands: Rotary Lift®, Chief®, Forward®, Direct-Lift®, Ravaglioli, Hanmecson®, Revolution®, Elektron,...